Motilal Oswal Large and Midcap Fund Regular-IDCW Payout

Fund Details

NAV 22.777

Sub-Type Large & MidCap

Rating 4

Min. SIP Amount ₹500.0

Fund Age(Year) 6.43

Fund Size(in Crores) 15017.3

Fund Performance

1 Month -8.56%

3 Month -11.17%

6 Month -14.84%

1 Year 2.6%

3 Year 21.43%

5 Year 17.63%

Know This Fund

As on 24 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (98.15%) Market Cap Small Cap 23.68 Large Cap 39.28 Mid Cap 35.2 Top Sectors Financial 23.21 Capital Goods 15.83 Services 15.8 Automobile 11.9 Energy 6.51 Consumer Staples 4.79 Metals & Mining 4.55 Consumer Discretionary 3.77 Chemicals 3.26 Construction 3.01 Healthcare 2.98 Technology 2.55 Top Holding PTC Industries 4.36 Premier Energies 2.65 Indusind Bank 2.29 Eternal 5.05 MCX 4.99 Bharat Electronics 4.47 Jain Resource Recycling 0.19 Ola Electric Mobility 1.77 Angel One 1.66 State Bank of India 1.28 Amber Enterprises India 3.77 One97 Communications 3.8 TVS Motor Company 3.55 Prestige Estates Projects 3.01 Billionbrains Garage Ventures 4.2 Religare Enterprises 1.4 Samvardhana Motherson 3.53 Shriram Finance 5.01 Bharat Dynamics 2.59 Onesource Specialty Pharma 2.98 Suzlon Energy 2.06 Muthoot Finance 4.43 CG Power 4.81 Ather Energy 3.04 Gujarat Fluorochemicals 3.26 V2 Retail 1.96 Zen Technologies 2.55 GE Vernova T&D 1.89 Bajaj Finance 2.94 Waaree Energies 3.86 Apar Industries 4.79

Debt & Others (1.84%) Sector Allocation Net Receivables 0.98 Reverse Repo/CBLO 0.86 Debt Credit Ratings Debt Category Others 1.84

Comparison with same funds

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.7%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Rakesh Shetty

Education Mr. Shetty has done B.Com

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Company engaged in Capital Market Business wherein he was in charge of equity and debt ETFs, customized indices and has also been part of product development.

Niket Shah

Education Mr. Shah is a MBA in Finance

Experience Prior to joining Motilal Oswal AMC, he was associated with Motilal Oswal Securities Limited as Head of Midcaps Research from February 2013 to March 2018, Edelweiss Securities Ltd. as Research Analyst - Midcaps from March 2010 to January 2013 and Religare Capital Markets Ltd. as Associate Research Analyst - Midcaps from June 2008 to March 2010.

Santosh Singh

Education Mr. Singh has done B.SC, CA and has cleared CFA Level 2

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Espirito santo securities, HAITONG, Execution Noble, SG CIB, Clear Capital and ICICI Lombard

Swapnil P Mayekar

Education Mr. Mayekar is an M.Com from Mumbai University and also holds an Advanced Diploma in Business Administration from Welingkar, Mumbai.

Experience Prior to joining Motilal Oswal AMC he worked with Business Standard Limited from Aug 2005 to Feb 2010.

Sunil Sawant

Education Mr. Sawant has done M.Com

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Sharekhan, Aditya Birla and Angel Broking

Atul Mehra

Education Mr. Mehra has done B.Com, Master's Degree in Accounting and CFA

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Edelweiss Capital Ltd

Ajay Khandelwal

Education Mr. Khandelwal is MBA & Bachelor of Engineering.

Experience Prior to joining Motilal Oswal Mutual Fund, he has worked with Canara Robeco Mutual Fund, BOI AXA Mutual Fund, B&K Securities and Infosys.

Ankit Agarwal

Education Mr. Agarwal has done B. Tech. Computer Science and Engg., Economics Management, PGDM Finance.

Experience Prior to joining Motilal Oswal Mutual Fund he has worked with UTI Mutual Fund, Centrum Capital Ltd as Senior Vice President - Fund Manager, Wealth and Investment Management at Barclays as Asst Vice President, Lehman Brothers, London as Senior analyst, BNP Paribas and D. E. Shaw & Co..

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 3

Date of Incorporation 2019-10-17

Total AUM 135166.52

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.